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Brookfield
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Overview Fund Activity

566 hedge funds and large institutions have $31.7B invested in Brookfield in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 275 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
11.63%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.17%
New
54
Increased
178
Reduced
275
Closed
59
Calls
$21.3M
Puts
$59.2M
Net Calls
-$37.9M
Net Calls Change
-$40.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$169M
2
Principal Financial Group
Principal Financial Group
Iowa
+$169M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$79.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$65.6M
5
TAM
Timucuan Asset Management
Florida
+$63M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$127M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$95.3M
5
Goldman Sachs
Goldman Sachs
New York
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
526
Sugarloaf Wealth Management
Georgia
$12K -$27 -1 -0.2%
LIA
527
LS Investment Advisors
Michigan
$12K – – –
TL
528
TrueWealth LLC
Georgia
$11K – – –
PMFA
529
Plante Moran Financial Advisors
Michigan
$11K +$11K +405 New
GEA
530
Glen Eagle Advisors
New Jersey
$10.4K -$26 -1 -0.3%
LWM
531
Lenox Wealth Management
Ohio
$10K -$50 -2 -0.5%
VRM
532
Vectors Research Management
New York
$10K +$10K +374 New
HFA
533
Hoover Financial Advisors
Pennsylvania
$10K +$10K +374 New
WR
534
Watson Rebecca
$10K +$10K +374 New
OIA
535
Optimum Investment Advisors
Illinois
$9K -$12.1K -458 -57%
MRCM
536
M&R Capital Management
New Jersey
$9K – – –
JFA
537
JNBA Financial Advisors
Minnesota
$7K -$27 -1 -0.4%
OPS
538
Orion Portfolio Solutions
Nebraska
$7K -$27 -1 -0.4%
CFN
539
Cordasco Financial Network
Florida
$7K – – –
APWM
540
Atlas Private Wealth Management
New York
$7K – – –
RDWM
541
Red Door Wealth Management
Tennessee
$7K – – –
BCA
542
Berman Capital Advisors
Georgia
$6K -$7.19K -285 -54%
MA
543
MUFG Americas
New York
$6K -$28 -1 -0.5%
EARNEST Partners
544
EARNEST Partners
Georgia
$6K – – –
KFS
545
Kelly Financial Services
Massachusetts
$5.61K +$5.61K +212 New
BCM
546
Bourgeon Capital Management
Connecticut
$5K -$51.2K -1,915 -91%
GRP
547
Global Retirement Partners
California
$5K -$2.5K -86 -33%
EWM
548
Endurance Wealth Management
Rhode Island
$5K – – –
LFG
549
Larson Financial Group
Missouri
$5K +$5K +181 New
FMP
550
Financial Management Professionals
Texas
$5K +$5K +206 New
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